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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Joseph Guenther (CRD# 5385824) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has over 16 years of experience in the finance industry. Joseph Guenther has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sylvia Jorgensen (CRD# 5168641) is an Investment Advisor Representative working at Lpl Financial LLC in The Dalles, OR and has over 17 years of experience in the finance industry.
Kraig Kerr (CRD# 2095489) is an Investment Advisor Representative working at D.a. Davidson & Company in Hood River, OR and has over 33 years of experience in the finance industry. Kraig Kerr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anna McClure (CRD# 5978583) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in The Dalles, OR and has over 11 years of experience in the finance industry.
John Phillips (CRD# 4266892) is an Investment Advisor Representative working at Northside Capital Management LLC in Hood River, OR and has over 23 years of experience in the finance industry. John Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Severdia (CRD# 2187656) is an Investment Advisor Representative working at Nest Financial Planning, LLC in Hood River, OR and has over 29 years of experience in the finance industry. Robert Severdia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Smith (CRD# 4928674) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Hood River, OR and has over 18 years of experience in the finance industry. Jason Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Williams (CRD# 5739663) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has over 13 years of experience in the finance industry.
Eric Albertson (CRD# 7880374) is an Investment Advisor Representative working at Viento Financial Group in Hood River, OR and has 1 year of experience in the finance industry.
Matthew Cardiff (CRD# 7811370) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevenson, WA and has 1 year of experience in the finance industry.